AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.64M
3
+$1.26M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$917K

Top Sells

1
+$3.07M
2
+$1.99M
3
+$1.21M
4
VIS icon
Vanguard Industrials ETF
VIS
+$531K
5
SON icon
Sonoco
SON
+$518K

Sector Composition

1 Technology 13.56%
2 Healthcare 12.63%
3 Financials 11.26%
4 Industrials 8.23%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$48K 0.01%
370
427
$47.9K 0.01%
586
428
$47.5K 0.01%
+1,500
429
$47.5K 0.01%
320
430
$47.4K 0.01%
4,100
-900
431
$47.2K 0.01%
4,744
-176
432
$46.7K 0.01%
850
433
$46.6K 0.01%
890
+440
434
$46.3K 0.01%
919
435
$46.3K 0.01%
+2,413
436
$45.8K 0.01%
1,219
437
$45.6K 0.01%
900
438
$45.1K 0.01%
660
439
$45.1K 0.01%
300
440
$45K 0.01%
324
+44
441
$44.8K 0.01%
388
442
$44.7K 0.01%
1,253
+1,203
443
$44.5K 0.01%
2,040
+390
444
$44.3K 0.01%
977
+11
445
$44.3K 0.01%
435
+10
446
$44.2K 0.01%
1,572
-28
447
$43.8K 0.01%
650
448
$43.4K 0.01%
2,040
449
$43.2K 0.01%
3,050
-4,800
450
$43.1K 0.01%
1,975
16 17
18
19 20